The Upside

Does the thought of filing your taxes make you a little stressed? You’re not alone. Join Michelle Munro, Director of Tax & Retirement Research, as she walks investors through what actually matters this tax season and the steps you need to take before the April 30 deadline. Michelle will break down key tax considerations, common mistakes to avoid and timely strategies investors may want to thin...

Global equity markets are creating both opportunity and uncertainty – and knowing where to look matters more than ever. Join Fidelity’s Hannah Klein as she hosts a timely conversation with portfolio managers Max Adelson and Nicolas Bellemare on global equities and the thinking behind the newly launched Fidelity Global Opportunities Long/Short Fund. Recorded on March 5, 2026. At Fidelity, our missi...

Host Nicole Correale sits down with Denise Chisholm, Fidelity’s Director of Quantitative Market Strategy, for a data‑driven look at one of the oldest questions in investing: Does gold still deserve its reputation as a safe‑haven asset? Denise breaks down what the historical data really shows—across market crises, inflation regimes, and modern volatility—and whether gold continues to act as the str...

Join Madeleine Kaminski, Investment Associate, as she takes you inside the Fidelity Global Natural Resources Fund, managed by Portfolio Managers Darren Lekkerkerker and Joe Overdevest. This fund is designed to give investors exposure to natural resources companies anywhere in the world. Madeleine covers this fund closely and will share unique insights on Darren and Joe’s investing approach, how th...

On this special episode of Upside+ originally aired as a YouTube livestream, we bring you an all-in-one guide to Fidelity's ETF line-up, how it could possibly boost your investments, plus hear insights on themes moving the markets, trends in AI, and more. Recorded on February 26, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer in...

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, and Jacqueline Power, Director, Tax and Retirement Research, on the latest episode of The Upside: Ticker Talk to learn more about how ETF distributions are taxed, the difference (if any) on taxation with international equities, and so much more to help you navigate this tax season. At Fidelity, our mission is to bu...

Catch up on the key moments and big stories from February, including which trending investing topics should be on your radar this year. Host Kyle Cheropita counts down the top five FidelityConnects moments from February, featuring portfolio managers, analysts and subject-matter experts sharing actionable insights on market trends and where they see opportunities to help you protect and grow your h...

Join Portfolio Manager Reetu Kumra as we mark the two-year anniversary of the Fidelity Canadian Long/Short Alternative Fund. Reetu joins host Emily Anonuevo to share her latest market take, how the fund’s strategy has evolved, and how her role as Director of Research contributes to a disciplined, research driven investing process alongside our analyst team. Recorded on February 19, 2026. At Fideli...

In Part 3 of our ETF mini series, we’re breaking down one of the most misunderstood concepts in modern investing: factors. What are they? Why do they rotate? And how can everyday investors use them without getting overwhelmed? Nicole Correale sits down with Fidelity ETF Strategist Vince Kraljevic to unpack how factors behave, how they fit into a real world portfolio, and how Fidelity’s quant team...

After breaking down ETF basics in part 1, this next session focuses on how investors can put them to work. Guests Cameron Bruce and Meaghan Chandler join host Kyle Cheropita to define balanced and multi-asset ETFs, discuss how they can serve as core building blocks, and walk through the Fidelity ETF lineup to show which products may be right for different investor needs. They’ll also dig into the...

We’re taking a cue from Reddit’s “ELI5” (Explain Like I’m Five) threads and breaking ETFs down to their absolute basics. Our guests, Audrey Kim and Max Naylor, explain what ETFs are, how they work and why they’ve become a go-to choice for many Canadian investors. They cover the core building blocks of a portfolio, walk through simple ways ETFs can help investors get started and give a sneak peek a...

February’s market story is unfolding. Fidelity’s Director of Quantitative Market Strategy, Denise Chisholm, joins The Upside to reveal the sector trends, historical patterns, and market correlations that could shape investor decisions this month. Tune in to find out what’s catching attention and why it could matter for your portfolio. Recorded on February 10, 2026. At Fidelity, our mission is to b...

Today, we’re diving into the essentials every Canadian investor should have in their toolkit. Michelle Munro, Director of Tax and Retirement Research, breaks down TFSA and RRSP basics, including how each account works, the key benefits and important deadlines to keep in mind for 2026. Recorded on January 22, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help...

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, and Sébastien Faucher, ETF Strategist, on the latest episode of The Upside: Ticker Talk to learn more about their reflections on the ETF industry in 2025, the questions you can ask your advisor when switching from mutual funds to ETFs and the themes to look out for in 2026.   At Fidelity, our mission is to build a...

Wondering what last week’s Bank of Canada interest rate announcement means for your wallet? Join Fidelity Institutional Portfolio Manager Ilan Kolet as he breaks down the latest move from the BoC and the Fed—and what it could signal for markets in 2026.  Recorded January 29, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investo...

New year, new opportunities? Catch up on the key moments and big stories from January, including what trending investing topics should be on your radar this year.  Host Kyle Cheropita counts down the top five FidelityConnects moments from January—featuring portfolio managers, analysts and subject-matter experts sharing actionable insights on market trends and where they see opportunities to help y...

Denise Chisholm, Fidelity’s Director of Quantitative Market Strategy joins The Upside for a viewer‑powered conversation. From confusing market moments to those late‑night “wait, what?” questions, Denise tackles the topics you’re most curious about - all driven by questions submitted by you!  Recorded January 20, 2026. At Fidelity, our mission is to build a better future for Canadian investors and...

In a world full of investment choices, alternative investments bring something different to the table. Join host Lauren Gardy, Fidelity’s Strategic Sales VP, and special guest Rory Poole, Director of Alternatives, as they recap 2025 and share what’s ahead for 2026. From liquid and less liquid strategies to diversification benefits, discover how alternatives can add extra tools to your investing to...

What do winning football teams and resilient portfolios have in common? Balance, discipline, and a clear strategy. In this webcast, host Nicole Correale is joined by ETF Strategist Mark Verrilli to break down ETF trends, investor behaviour, and portfolio construction using a football-inspired playbook - helping investors think more clearly about how offense, defense, and special teams can work tog...

What really drove markets in 2025 – and what could shake things up next year? Fidelity’s Director of ETFs, Andrei Bruno, pulls back the curtain on the biggest stories of the year and shares his outlook for 2026. From surprising trends to potential game-changers, don’t miss this deep dive into what’s happened, what’s coming and what it means for your portfolio. Recorded January 8, 2026. At Fidelity...

Ever wondered what goes on behind-the-scenes when managing a portfolio? In this episode, Fidelity Portfolio Manager Joe Overdevest takes you on a journey through research trips and company meetings. From uncovering trends in global markets to gaining firsthand insights from industry leaders, Joe shares how he and the Fidelity Canada Investment Management team exchange research notes, develop and f...

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, and Bobby Barnes, Head of Quantitative Index Solutions, Fidelity Investments, on the latest episode of The Upside: Ticker Talk for a discussion about quantitative investing on the global stage, and the themes driving the markets in 2026. At Fidelity, our mission is to build a better future for Canadian investors an...

Catch up on the key moments and big stories from December, including what trending investing topics should be on your radar. Host Kyle Cheropita counts down the top five FidelityConnects moments, featuring Fidelity’s portfolio managers, subject-matter experts and special guests sharing their latest perspectives on the markets and where they are finding investment opportunities to protect and grow...

As the year comes to an end, now’s the time to get your year-end tax planning in order. In this episode, Fidelity experts Michelle Munro and Giselle de Sousa share strategies that could help you cut your 2025 tax bill. From capital-gains planning and charitable giving to TFSA withdrawals and more, they’ll cover practical tips and common tax questions so you can start 2026 with confidence and peace...

Join Madeleine Kaminski, Investment Associate, as she takes you inside Fidelity North American Equity Class, managed by Portfolio Manager Darren Lekkerkerker. This fund is designed to give investors exposure to both U.S. and Canadian markets, targeting strong companies with solid fundamentals and long-term growth potential. Madeleine covers this fund closely and will share unique insights into Dar...